Sterling Financial Planning’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-687	Closed	-$15K	–	336
2021 Q3	$15K	Buy	687 +3	+0.4%	+$66	0.01%	283
2021 Q2	$16K	Sell	684 -84	-11%	-$1.97K	0.01%	269
2021 Q1	$17K	Buy	768 +3	+0.4%	+$66	0.01%	241
2020 Q4	$15K	Buy	+765	New	+$15K	0.01%	237